Trust Funding Coordinator

Carolina Estate Planning; United States; On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Medical

Dental

Vision

EAP

Life

401(k) match

Job summary

Carolina Estate Planning is a fast-growing estate planning, probate, and fiduciary litigation firm serving physicians, business owners, and high-net-worth families across North Carolina. The engine behind our promise is doing the work, not waving forms.

We offer comprehensive care and reliable expertise to protect clients' legacies. Join a team that values thoroughness, proactive communication, and client-first service, with a competitive compensation package and health-focused benefits.

Job description

You've done this work before — maybe at a bank's trust department, an insurance company's beneficiary services team, a title company, or another estate planning firm. You know the drill: calling institutions, chasing down beneficiary forms, making sure a deed actually gets recorded, and explaining to a nervous client why \"funding\" their trust matters just as much as signing it.

Carolina Estate Planning is a fast-growing estate planning, probate, and fiduciary litigation firm serving physicians, business owners, and high-net-worth families across North Carolina. We built our reputation on a full-service promise: we don't hand clients a stack of forms and wish them luck. We do the work. This role is the engine behind that promise.

Health and wellness benefits include Medical, Dental, Vision, EAP, Life, and 401(k) match.

Compensation: $60,000 - $65,000